See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,108 | $93,024-84.8% | $77,024-81.7% | $134,475-89.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.65% | 62.60%-82.2pp | 42.32%-62.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,336 | $3,418+26.9% | $2,812+54.2% | $4,740-8.5% |
| Participant deferral / active EE | $7,652 | $5,238+46.1% | $4,426+72.9% | $6,400+19.6% |
| Admin fee / account holder | $1,977 | $6,944-71.5% | $5,425-63.6% | $11,426-82.7% |